Brandon M. Siok serves as the managing member of the firm overseeing our client service, operations and strategic direction. While he works with clients in various industries, his practice focuses on small and medium-sized businesses with an emphasis on professional services; including dental practices, veterinarians, optometry offices and consulting firms. From start-up to retirement and all of the transitions along the way he provides clients with full-service business solutions. His long-term perspective adds unique insight into tax and business planning, while his strategic focus puts it in the right context for each situation. He is a Certified Public Accountant and a member of the American Institute of CPAs. After being an honors graduate at the University of Maryland he went on to earn his Masters of Business Administration (MBA) there as well. A few organizations he has served on include local chapters of the Society of Financial Services Professionals, state CPA societies and the Girl Scouts. He regularly presents tax and advisory seminars to various professional groups and has written related articles for business journals and trade newsletters. He and his wife of twenty years enjoy traveling, cooking, reading and spending time with their two daughters.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: